Buyer's Guide
DiMeo Schneider & Associates, L.L.C.
Business Model/TypeImplemented consulting
i.e. consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 2005 |
| Number of relationship managers/sales people | 9 |
| Number of portfolio managers | 2 |
| OCIO percentage of total firm revenue | 10% |
| AUM full discretion | $2.2B |
| Number of full discretionary clients | 19 |
Discretionary assets by fund type
| Defined Benefit | $155M |
| 401(k), 403(b), other DC | $1.1B |
| Endowments/Foundations | $900M |
| Health Care Pools* | $0 |
| Other | $0 |
| *Board designated, funded depreciation. | |